High Falls Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
1,999
+11
| +0.6% | +$1.15K | 0.05% | 137 |
|
|
2025
Q1 | $217K | Buy |
+1,988
| New | +$217K | 0.05% | 119 |
|
|
2019
Q3 | – | Sell |
-2,913
| Closed | -$243K | – | 101 |
|
|
2019
Q2 | $243K | Buy |
2,913
+16
| +0.6% | +$1.34K | 0.08% | 85 |
|
|
2019
Q1 | $229K | Buy |
+2,897
| New | +$229K | 0.08% | 81 |
|